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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (42470)	5/18/2000 12:21:00 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

I prefer a happier ending: There once was a pundit named Carl Who felt that, of RAM, he knew all "RDRAM," he once said, "Is quite, 'dead, dead, dead, dead' "Watch and see as the great big Bus stalls" But, then, a strange thing occurred The cost of RDRAM dropped, as demand simply surged Carl, shocked by events Crawled back in his tent As an RDRAM convert he emerged

To: Bilow who wrote (42470)	5/18/2000 2:47:00 AM
From: jim kelley	Respond to of 93625

Carl, You have the mentality of a thief. Patents are recognized under the law of many nations. Patent holders have a right and if they are a corporation a duty to sue for collection of royalties. You are characterizing INTEL as begging the industry. It is more a matter of leadership and planning to meet production requirements. Pretty evil stuff you are spinning...

To: Bilow who wrote (42470)	5/18/2000 8:39:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Carl, I think you should keep your day job and avoid venturing into the poetry and other artistic circles, it ain't your strong point. As for RMBS asking for "big royalties", they are getting typically less than 2%, in the IP world, this is considered "peanuts". Zeev

To: Bilow who wrote (42470)	5/18/2000 2:59:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; DRAM meeting breaks up early: The DRAM makers attending Intel Corp.'s hastily-called Direct Rambus commitment meeting on Wednesday told the MPU giant they would make Direct RDRAMs only if they had non-cancelable orders from PC OEMs, according to chip company officials briefed on the session. Sources said the originally scheduled two-day meeting in Chandler, Ariz., broke up Wednesday after individual DRAM companies declined to meet one-on-one with Intel to discuss increasing their Direct Rambus production schedules. Instead, the DRAM makers meet together with Intel as an industry group and stated a unified position. semibiznews.com Unified position: "Eat scrap and die, Intel". -- Carl

To: Bilow who wrote (42470)	5/18/2000 5:10:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Funny coincidence (or is it?): Last night, I wrote: Intel asked for a meeting to talk, but the memory people did balk, cause the best of their crew worked on DDR-2, so they told Intel to go walk. #reply-13730432 And the latest headline on ebnonline: Update: DRAM makers balk* at Intel request to boost Rambus output* ebnonline.com This whole thing has been obvious to industry insiders for weeks. -- Carl

To: Bilow who wrote (42470)	5/19/2000 6:30:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Re Micron and the other Dramurai walking out of the Intel conference a day early. This is rather insulting behavior, not the kind of thing one would want to do to a strong, dangerous, gorilla. Unless of course, it is behind bars in the zoo. That appears to be the case. Since the Dramurai have now clearly got Intel caged up, we should look up some information on the web about the behavior of captive gorillas. Ah, here's a good one: REGURGITATION AND COPROPHAGY IN CAPTIVE GORILLAS primate.wisc.edu Yep, no question about it, captive gorillas end up eating "scrap", as I suggested in my poem. #reply-13730432 -- Carl P.S. I'm sorry that I am getting such a laugh out of this whole thing at the thread's expense, but this was all but written up in the EE trade articles multiple times over the last 2 years. It must come as quite a shock to the friends and lovers of RMBS to discover that their company is actually quite disliked in the industry, and that the industry would ignore perfectly good profits in order to destroy Rambus. Suing the people that pay you royalties (over a product that you didn't design, and for triple damages, no less) is never a good idea, that had to be the final straw. When the industry bands together and refuses to break ranks and talk to you one on one it is a very bad sign indeed.